Guideline Monitoring Senior Analyst

We are seeking a Senior Guideline Monitoring Analyst who will provide support to investment teams to ensure compliance with client guidelines and regulatory requirements. The Analyst will work collaboratively with other teams to review Investment Management Agreements, evaluate client guidelines, and maintain the guideline monitoring system, called Sentinel.

Requirements

• 4-7 years of industry experience
• Bachelor's degree in Finance or Business-related field
• Working knowledge of investment types, including equity and fixed income products, and derivative securities
• Strong organizational skills and proven ability to manage assignments with competing priorities
• Exhibit strong interpersonal and communicative abilities
• Demonstrated capability to perform both independently and collaboratively
• Excellent attention to detail

Benefits

• Comprehensive and high-value benefit package
• Retirement plan
• Health and wellbeing, dental, vision, and pharmacy coverage
• Health savings account
• Flexible spending accounts and commuter program
• Employee assistance program
• Life and disability insurance
• Adoption assistance
• Back-up childcare
• Tuition/CFA reimbursement
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)